In short. On a blank space, almost every roadblock has the same cause: a previous step has not been done. An empty drop-down list, a greyed-out button, a questionnaire that does not appear, a campaign with nobody to summon, a screen refused: this page gives, for each case, what you see, why, and what to do.
| What you see | Why | What to do |
|---|---|---|
| An empty drop-down list (Attachment, Position, Grouped under…) | The step that fills it has not been done | First create the structures (step 1), the positions (step 2), the skills (step 3) |
| A greyed-out button (Add, Declare, Require…) | A mandatory field is empty | Fill in the first field of the form (often the name, or the choice of a person from the list) |
| “This screen is not open to you” | Your role does not include this right, or the screen is not part of your plan | Ask the space administrator for the role (Accounts & rights) |
| “Your account isn't linked to a record yet” in My space | Your account is not linked to any person in the workforce | Employee record › Link an existing account (step 2) |
| The “Who do you call?” questionnaire does not appear for an employee | They have no task assigned | Assign their tasks to them (step 4) |
| Nobody to summon in a campaign | No knowledge item is orange or red in this scope — or no mastery level has been declared | This is often good news; otherwise, declare the holders (step 5) |
| “no questions yet” in the preview | No validated question for this knowledge item | Question workshop (step 9) |
| The system status stays orange | One of the seven lines is not filled in | The end-of-setup table tells you where to go |
| A connector fails the check | Access, address or secret | The message tells you which one; see case 9 |
| You see hundreds of people you do not know | You are on the demo data | Reset in blank mode (step 0) |
See also: What setting up really takes: half a day · End of setup: the check, line by line · Step 0 — Getting your blank space, signing in, securing your account · How to build a knowledge management system from scratch
Frequently asked questions
Why is a drop-down list empty?
Because the step that fills it has not been done: create the structures first, then the positions, then the skills. It is never a breakdown.
Why is an add button greyed out?
Because a mandatory field is empty — often the name, or the choice of a person from the list.
Why do I see hundreds of people I do not know?
Because you are still on the demonstration data. Reset the workspace in blank mode.